Charles Schwab’s Westrock Coffee WEST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.83M | Buy |
319,902
+29,596
| +10% | +$170K | ﹤0.01% | 2694 |
|
|
2025
Q1 | $2.1M | Buy |
290,306
+5,653
| +2% | +$40.8K | ﹤0.01% | 2603 |
|
|
2024
Q4 | $1.83M | Buy |
284,653
+2,010
| +0.7% | +$12.9K | ﹤0.01% | 2708 |
|
|
2024
Q3 | $1.84M | Buy |
282,643
+22,945
| +9% | +$149K | ﹤0.01% | 2732 |
|
|
2024
Q2 | $2.66M | Buy |
259,698
+26,641
| +11% | +$273K | ﹤0.01% | 2604 |
|
|
2024
Q1 | $2.41M | Sell |
233,057
-3,467
| -1% | -$35.8K | ﹤0.01% | 2539 |
|
|
2023
Q4 | $2.41M | Buy |
236,524
+10,604
| +5% | +$108K | ﹤0.01% | 2554 |
|
|
2023
Q3 | $2M | Buy |
225,920
+97,233
| +76% | +$861K | ﹤0.01% | 2599 |
|
|
2023
Q2 | $1.4M | Buy |
128,687
+65,229
| +103% | +$709K | ﹤0.01% | 2665 |
|
|
2023
Q1 | $777K | Buy |
63,458
+1,717
| +3% | +$21K | ﹤0.01% | 2820 |
|
|
2022
Q4 | $825K | Buy |
+61,741
| New | +$825K | ﹤0.01% | 2837 |
|